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Align Wealth

(22)

Questions
Decisions
Future

“It has been 7 years of me wanting to go back to school to further pursue my passion and finally we are making a plan and intentionally saving so that we can move and work toward this dream without going into debt and sacrificing our future goals!”

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NJ Tax & Accounting

(48)

Accounting & Bookkeeping, Corporate & Small Business, Business Closures

“Nidhi is not only outstanding in her work, but she is also consistently hands-on, ensuring that every financial detail is managed with utmost precision and professionalism.”

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Voyage Financial Services

(50)

Investment
Travel Insurance
Registered Retirement Savings Plan

“⭐️⭐️⭐️⭐️⭐️ Dhaval Bhai is our Family Financial Advisor, He helped us with Parents Super Visa Insurance, Life Insurance, Critical Illness Insurance, RESP for my Kids and he also helps with Day to Day advise on my financial goals.”

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World Financial Group

(47)

Investments
Family
Saving

“He gave great explanations of the different kinds of investment opportunities available to me, and also gave a very personal approach that helped me make optimal decisions that worked best for my financial wellbeing.”

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Greatway Financial

(18)

Company
Family

“They see to it that people are covered in both world - when life is short - enough insurance protection for family; when life is long - retirement income to supplement the government pension.”

Featured

We are proud to be partnered with One Tree Planted in combining insurance protection and sustainable reforestation efforts for a greener future. Every insurance plan settled with Greatway equals a Canadian dollar towards tree-planting, ensuring both financial security and environmental sustainability. Together, 27,767 trees are already planted, and we are committed to planting more. By promoting financial literacy and investing in the next generation, Greatway demonstrates its dedication to creating a sustainable world. Join us in the mission to make a positive impact on families and the environment through reforestation and life insurance solutions.

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Bespoke Book

(7)

Accounting Services, Tax Planning, Financial Planning

“Yousuf and Ayesha have a great knowledge , they guided and helped me in getting a good tax refund .”

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Grow Your Wealth Financial Planning

(23)

Knowledge
Expertise
Family

“I was unsure about seeking help but have found that we have incurred much knowledge and many savings, hiring a financial adviser is the best step to answering your questions and ensuring the best financial choices.”

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Nobrega Financial

(6)

Investments, Insurance, Business Planning

“We've found the perfect balance of saving for retirement and the future while still being able to live our daily lives without feeling pressured to save every penny.”

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The Financial Strategist

(1)

Business Strategies, Financial Need Analysis, Retirement Planning

“I recommend them for your life insurance or any other insurance needs”

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Merit Valuations

(2)

“She even went as far as providing additional value adds to help us make informed decisions about our transaction.”

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Navigator Financial Services

(1)

Financial Seminars

“John is very open and forthright in explaining the current market conditions and the recommendations that he has because of the current situation.”

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ASI Chartered Professional Accountants

(1)

Tax Services, Industries, Services For Individuals

“Very reliable and trustworthy been doing my accounting with them for years won't ever think of going anywhere else.”

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Hacking Financial Strategies

(2)

“I have been a client of Allan Hacking at Financial Strategies Group for 12 years and another member of my family has been a client of Allan's for 23 years.”

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Brightview Financial Services

(1)

“Brightview was easy to work with and their competitive rates made it an easy choice to sign with them as our benefits provider.”

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Charter Wealth Management

(6)

Retirement Planning, Tax Planning, Estate Planning

“For us, (as no doubt is the case for many), managing the financial world, investing in the right markets, and understanding the tax implications are not things that we are readily at ease with, so having someone who can explain things in layman's ter...”

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Pinnacle Sovereign Wealth

(1)

“We really appreciate the personalized approach that Adrian takes; he took the time to understand our unique financial situation and goals.”

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Gerry Phaneuf

(10)

Life Insurance
Products
Meeting

“Gerry's professionalism and knowledge combined with his caring and kind nature are the perfect qualities for the person that I trust to partner with me to guide my financial decisions and financial future.”

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Wade Financial Services

““Melanie Wade has been looking after my portfolio since 2020 and I have been very happy with all aspects of our working relationship and what she has done in that time to put an investment plan in place that will see me through. She is diligent, proa...”

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Kristine Page

“KP Financial Professional conduces comprehensive investment solutions, built to help conquer your financial goals. Our focus on precise services, accompanied by strategic planning, risk analysis, and best investment management, we fortified our clien...”

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Statera Financial Planners

(14)

Financial Planning, Family, Legacy

“My wife and I have entrusted Greg, Rita and more recently Courtney with our investments and ultimately our retirement savings for close to 20 years, along the way we have received excellent advise both in good and bad years and now that we are ret...”

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Cornerstone Insurance Brokers

(50)

Submit a Claim, Print a Pink Card

“I've been with this insurance company since 2019 and there service for 5 years I can say is excellent from my house, auto, business insurance they took care of everything and make sure they provide you with reasonable price I want to say thanks a m...”

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Goth & Company

(50)

Financial
Trustee
Consumer

“The process can be overwhelming at first , but after talking with them and answering some basic questions about your past financial situation , they make the process a lot easier to deal with and I was surprised how quick we got my issues dealt with ...”

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Quickfire Mortgage Solutions Team

(50)

Services, Home Equity Line Of Credit, Refinance

“I had initially started the process with a mortgage specialist at my home bank, but communication was difficult, and I was often left with more questions after a call, which had to be scheduled at least a week in advance.”

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Money Mentors Edmonton

(49)

Presentation
Resources
Financial Literacy

“I'd like to thank and recommend Shri Thiel and the Client Services team for their patience, knowledge , and flexibility in doing this on line, I'm sorry I couldn't have done when not a resident - no rip-off here!!”

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Average Cost	$3641
Minimum cost	$1214
Maximum cost	$10315
Avg Per Hour Rates	$365

Best Financial Advisors in Leduc, AB

The highest-rated Financial Planning & Wealth Management companies out of 58 vetted & reviewed in the Leduc area.

Align Wealth

NJ Tax & Accounting

Voyage Financial Services

World Financial Group

Greatway Financial

Bespoke Book

Grow Your Wealth Financial Planning

Nobrega Financial

The Financial Strategist

Merit Valuations

Navigator Financial Services

ASI Chartered Professional Accountants

Hacking Financial Strategies

Brightview Financial Services

Charter Wealth Management

Pinnacle Sovereign Wealth

Gerry Phaneuf

Wade Financial Services

Kristine Page

Statera Financial Planners

Cornerstone Insurance Brokers

Goth & Company

Quickfire Mortgage Solutions Team

Money Mentors Edmonton

Retirement Planning and Investment Management Services in Leduc, AB Cost Estimates

Why these companies made our list

Wealth Management Advisors near Leduc

Popular in Leduc